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Reporting

Showing 194 of 2013

Include diagnosis codes in reports

When running reports in TheraNest, allow me to include the client's diagnosis code(s).
Guest over 5 years ago in Reporting 14 Future consideration

Report on number of clients seen per therapist

Allow me to run a report that displays the number of clients a therapist has seen over a given time period.
Guest almost 11 years ago in Reporting 3 Future consideration

Add payers to the detailed attendance report

When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.
Guest over 3 years ago in Reporting 9 Future consideration

Payer aging report

Allow me to run an aging report for payers by client so that I can follow up with payers.
Guest about 7 years ago in Reporting 5 Future consideration

Remember report filters

When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
Guest almost 4 years ago in Reporting 5 Future consideration

Report on client ledgers

Allow me to run a report that will show each client's balance, credits, and unapplied payments.
Guest over 4 years ago in Reporting 5 Future consideration

Type staff name in missing progress notes report

Allow us to type in staff name in missing progress notes report instead of having a drop down list of staff to choose from.
Guest 7 months ago in Reporting 0 Future consideration

Report on payments per payer

Allow me to run a report that will display all the payments made by a payer in a set time frame.
Guest about 1 year ago in Reporting 3 Future consideration

Report on estimated monthly income

I'd like to see what my estimated intake would be each month based on the clients I have scheduled in my calendar. This feature would be helpful with budgeting and predicting income streams.
Guest about 7 years ago in Reporting 1 Future consideration

Include aging categories on invoice aging report

In addition to the days past due, show the aging category (e.g., 0-30, 31-60, etc.) so it's easier to categorize when I export to Excel.
Cindy Hooper 5 months ago in Reporting 0 Future consideration